Teri Jenkins

Nicholas Cooper, CFP®, CAIA

Private Wealth Analyst

Nick focuses on assisting the team's investment professionals in meeting client's needs by monitoring current and potential investment options for clients. He conducts in-depth research and analytical support for both alternative and traditional investments. Nick's area of emphasis includes working with foundations, endowments, family offices and high net worth families. Nick provides support around Strategic Allocation Modeling (SAM), and supports the team's due diligence in manager search, selection and implementation processes. He serves as a liaison with external portfolio managers and internal Merrill Lynch analysts. He is responsible for assisting in providing clients with customized performance reporting using cutting edge technology to help meet the unique needs of each client. Nick is a CERTIFIED FINANCIAL PLANNERâ„¢ professional and also holds the Chartered Alternative Investment Analyst (CAIA) designation.

Nick earned his bachelor's degree from Central Michigan University with a degree in Personal Financial Planning and Finance. He enjoys outdoor activities including biking, rollerblading, boating and snowboarding with friends and family.

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